Latest statistics and disclosures from Raiff Partners's latest quarterly 13F-HR filing:

• Top 5 stock holdings are HES, AAPL, BRK.B, HPQ, AMGN. These five stock positions account for 27.78% of Raiff Partners's total stock portfolio.
• Added to shares of HES (+$9.02M), BRK.B (+$6.04M), HPQ (+$5.96M), AMGN (+$5.54M), HCA HOLDINGS, MGM, RDN, GNW, AXP, HON.
• Started new stock positions in APL, AMGN, GNW, KKR, AMZN, ROC, HPQ, UHS, RDN, YHOO, CNX, BYD, ABB, AGNC, MTH, HON, HES, AXP, LBTYA, LUV, BX, GIII, MGM, BRK.B.
• Reduced shares in these stocks: ARCC (-$6.65M), AINV (-$6.02M), INTC, CTL, Spirit Realty Capital, RGC, Tripadvisor, DAL, , CROX.
• Sold out of its positions in AINV, ARCC, BP, BCS, CNA, CIM, CROX, GM, HA, INTC, Linn, LINE, M, JCP, RGC, LOV, Spirit Realty Capital, STWD, Tripadvisor.
• As of March 31, 2013, Raiff Partners has $127.51M in assets under management (AUM). Assets under management grew from a total value of $86.57M to $127.51M.
• Independent of market fluctuations, Raiff Partners was a net buyer by $39.85M worth of stocks in the most recent quarter.